FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 17%
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,673
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.31M
3
+$7.24M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$7.01M
5
MSFT icon
Microsoft
MSFT
+$6.21M

Top Sells

1
+$16.3M
2
+$6.18M
3
+$3.52M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.44M
5
SWK icon
Stanley Black & Decker
SWK
+$3.39M

Sector Composition

1 Technology 9.83%
2 Financials 7.99%
3 Healthcare 7.39%
4 Industrials 5.63%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$1K ﹤0.01%
12
-11
1402
$1K ﹤0.01%
+22
1403
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25
1404
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333
1405
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196
-83
1406
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1407
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214
1408
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41
+9
1409
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1410
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60
-159
1411
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+191
1412
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87
-163
1413
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38
1414
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187
+181
1415
$1K ﹤0.01%
40
-39
1416
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29
-37
1417
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+49
1418
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27
1419
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98
1420
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45
1421
$1K ﹤0.01%
20
-142
1422
– –
-526
1423
– –
-7
1424
$0 ﹤0.01%
+7
1425
– –
-313
55 56
57
58 59